About Brian C. Mahoney
Growing up in Midtown Manhattan, I developed a keen awareness of the finance industry, with family discussions often revolving around the economy and stock market—topics that shaped the retail women's clothing stores my family operated. Attending Stonehill College in North Easton, MA, opened my eyes to life beyond New York City. There, I studied Economics, Political Science, and Business, and met my wife, Carol, during our freshman year.
My professional journey began in retail at Filene's in Boston, but I soon returned to the family business in Manhattan. A significant shift occurred when I started my career as a Financial Advisor in 1985, after connecting with the owner of Cowen & Company through tennis. This experience provided me with a comprehensive view of investment operations, trading, and research, and some of my initial clients—or their families—remain with me today.
After 14 years at Raymond James in Naples, Florida, while raising our three boys (who later attended Boston College, Villanova, and Fairfield), we realized we missed the seasons of the Northeast. In 2002, I joined Smith Barney, which merged with Morgan Stanley in 2009.
As an advisor, my primary focus has always been on managing portfolios for families and individuals, ensuring I understand their unique needs as they navigate life's changes. I emphasize building financial plans that accommodate long-term withdrawals in retirement, especially for women who may need income well into their 90s. I see my role as akin to that of a family business, providing trusted advice and personalized service. I am grateful for the many clients who have become friends, understanding that investing requires time, money, and patience.
A few years ago, I decided to explore a team-oriented approach and prioritized joining the Ironside Group, as I had developed a friendship with Andrew Blackwell over the years. I value collaboration, and being part of this team allows us to enhance the services we provide to our clients through diverse allocation models.
Outside of work, Carol and I live in the Newport, RI area, having moved from Boston several years ago. We have three adult children in LA, San Diego, and Manhattan, along with two grandchildren—one in New York and the other in San Diego. I enjoy walking, sports, playing tennis year-round, and nurturing my flower gardens. Carol and I cherish traveling to see our grandchildren wherever they may be, as well as spending time in Naples, FL, where we previously lived.
Securities Agent: RI, NC, ME, WA, MI, KS, FL, CT, OK, NV, NJ, MD, DC, CO, DE, IN, VA, TX, PA, IL, OH, LA, MN, UT, SC, OR, NY, NH, MT, MA, CA, AZ, VT, HI, GA, MO; General Securities Representative; Investment Advisor Representative; Managed Futures